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Metals reports
Ghyandia alumina refinery
The smelter is operated by Azeraluminy JCS following the merger of the aluminium sector on April 25 2014. The operator controls both mine, refinery...
Aluminium scrap: Much done, much to do
There is widespread recognition that aluminium scrap will play a vital role in lowering the carbon intensity of the aluminium value chain. However,...
The ink is dry on the Phase 1 US-China trade deal, now what for US coal exports?
On 15 January 2020, the US and China signed an encompassing Phase 1 trade agreement valued at US$200B over the next two years. Amongst the trade go...
Metals and mining - scrap research
We think a better understanding of scrap supply potential – and scrap markets – is critical to understanding long term trends for metals. On this p...
Oil demand to 2018: five risks to watch
In this insight we highlight the five key risks we think could have the most impact on our oil demand forecast. We are forecasting growth of 1.4 mi...
Cost of expanding the rare earths supply chain
The global energy transition to a lower-carbon future is driving the adoption of new energy technologies such as electric vehicles (EVs) and wind t...
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